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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,370 | $85,790-34.3% | $67,313-16.3% | $135,379-58.4% |
| Participation rate | 95.8% | 76.5%+19.4pp | 69.1%+26.8pp | 82.6%+13.2pp |
| Annual return | -5.36% | -0.54%-4.8pp | -4.08%-1.3pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,210 | $3,487-65.3% | $2,566-52.8% | $4,779-74.7% |
| Participant deferral / active EE | $2,571 | $4,651-44.7% | $3,568-27.9% | $5,609-54.2% |
| Admin fee / account holder | $1,573 | $6,392-75.4% | $4,507-65.1% | $10,828-85.5% |